FEN

First Trust Energy Income and Growth Fund
FEN

Overview Fund Activity
Delisted

FEN was delisted on the 3rd of May, 2024.

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72 hedge funds and large institutions have $63.9M invested in First Trust Energy Income and Growth Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$6.23M
2
KACA
2
Kayne Anderson Capital Advisors
California
$1.46M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.14M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.29M
5
AA
5
AQR Arbitrage
Connecticut
$1.64M

Top Sellers

1
CA
1
Cetera Advisors
Colorado
$335K
2
SCM
2
Saba Capital Management
New York
$5.15M
3
CA
3
Cornerstone Advisors
North Carolina
$977K
4
QC
4
Quantedge Capital
Singapore
$139K
5
WAM
5
Wolverine Asset Management
Illinois
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$401K -$52.1K -3,960 -12%
SEA
27
Stegent Equity Advisors
Texas
$396K – – –
SPC
28
Sigma Planning Corp
Michigan
$364K +$10.7K +816 +3%
CA
29
Cetera Advisors
Colorado
$335K -$2.72M -206,925 -89%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$333K -$13.9K -1,059 -4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$331K -$35K -2,663 -10%
GC
32
Guggenheim Capital
Illinois
$309K -$255K -19,404 -45%
Ameriprise
33
Ameriprise
Minnesota
$275K -$3.47K -264 -1%
IGWM
34
ICA Group Wealth Management
Colorado
$272K -$57.1K -4,408 -17%
HighTower Advisors
35
HighTower Advisors
Illinois
$270K +$15.1K +1,145 +6%
MOS
36
MGO One Seven
Ohio
$257K +$257K +19,571 New
BF
37
BOK Financial
Oklahoma
$209K -$10.2K -721 -5%
LMKC
38
L.M. Kohn & Company
Ohio
$197K – – –
TB
39
Terril Brothers
Missouri
$187K – – –
Invesco
40
Invesco
Georgia
$180K +$1.99K +151 +1%
UB
41
UMB Bank
Missouri
$178K – – –
LCM
42
Landscape Capital Management
New Jersey
$174K -$88.9K -6,762 -34%
SIA
43
Sit Investment Associates
Minnesota
$174K – – –
CAM
44
Cresset Asset Management
Illinois
$167K – – –
Wells Fargo
45
Wells Fargo
California
$163K +$103K +7,811 +170%
AAS
46
Ameritas Advisory Services
Nebraska
$159K – – –
CA
47
Cornerstone Advisory
Maryland
$157K – – –
SA
48
SFI Advisors
New Jersey
$155K +$155K +11,805 New
CG
49
Clarus Group
Texas
$150K – – –
WPC
50
Wedmont Private Capital
Pennsylvania
$148K +$1.66K +128 +1%
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